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Midstream dividend trends remained positive for 2Q22, with a few examples of growth and no cuts. Comparing 2Q22 payouts with 2Q21, more than 80% of the Alerian Midstream Energy Index (AMNA) and Alerian MLP Index (AMZ) by weighting have grown their payouts. Combining the strong yea...
EPD recently reported Q2 results. We share three important takeaways from their Q2 report. We also share our updated outlook for EPD. Enterprise Products Partners L.P. ( EPD ) is a leading blue chip midstream master limited partnership (i.e., MLP) that boasts a broad...
The Permian’s abundant resources, favorable economics, established infrastructure, and relative proximity to end markets will result in continued volume growth. While some of the largest public Permian producers are only growing modestly, the integrated majors and private explo...
AMCC includes midstream companies based in the US and Canada that are taxed as corporations. AMZ and AMCC index-level data is useful for making generalizations about MLPs and corporations as a group. AMZ and AMCC also differ in their subsector exposure, with the MLP index providin...
A year back, we made a call on how AMZA and XOP would perform in different pricing environments. We examine what the pricing environment was and how the thesis played out. We update our thesis for the next 12 months. Capital in markets is limited. While investors may lik...
OPEC+ sticks to its planned oil output hike of 648,000 bpd in August and averted discussing its production plans for September even as oil prices soared due to tight global supplies. Williams reached a final investment decision on its clean energy project, the Louisiana Energy Gateway...
NuStar is overleveraged and barely generates surplus cash flow after distributions and capex. But we see two fundamental catalysts that change the picture for the better over the next few years. NuStar's unit price doesn’t reflect the improvement we believe will take place ...
Steady cash flows and a meaningful reduction in growth capital spending plans should support strong free cash flow (FCF) generation from midstream companies for years to come. Midstream’s abundance of FCF has supported debt reduction, a proliferation of buyback programs, and wi...
The energy market is a tug-of-war between fundamentals in the energy industry which is pretty tight. The energy sector has been driving a lot of performance in the S&P/TSX Index since the recovery from the Covid-19 pandemic. In the short term, I do expect the integrated compan...
Despite volatile equity trading, the fundamentals for many energy companies have not changed. This is particularly true for energy infrastructure. Oil’s move from ~$120/bbl a month ago to $96/bbl at the intra-day low last week has not altered producer plans, and the outlook for...
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InfraCap MLP Company Name:
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InfraCap MLP ETF (NYSE Arca: AMZA or the “Fund”) has modified the estimate of the Fund’s deferred tax liability based on information reported by the Master Limited Partnerships (MLPs) and will record an additional accrual of approximately $7 million (approximately $0.72 per s...
2024-04-09 16:02:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-30 17:56:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...